This form must be submitted atleast three day prior to your preferred appointment date. This will ensure we have enough time to understand the specifics of your situation. If you need assistance completing the information, call our office (952-926-4158)and we will help you. DON’T WORRY ABOUT TOTAL ACCURACY-JUST DO THE BEST YOU CAN. WE LOOK FOR WARD TOTAL KING WITH YOU!!! ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.Ready For PREtirement contact us www.readyforpretirement.com for more info see next page!!!!

APPLICATION FOR FINANCIAL FITNESS REVIEW

Please provide the following: (required)

How did you hear about us? (required)

GOALS & WHAT THEY MEAN WHAT THEY ARE WORTH

Tell me a little about what you do? What is your business? (required)

Are you married? What does your wife do? (required)

YESNO

Do you have kids and how many? Ages? (required)

YESNO

If you could wave a realistic magic wand, where would you like your (Money/business/health/Spiritual Life) to be in the 6months to a year? (required)

If you had it the way you wanted what would that do for you? (required)

What would be the best part about it? (required)

Why?

CHALLENGES & THEIR IMPACT/COST

What do you think is slowing you down, standing in the way, or stopping you from having all of of your goals stated above? (required)

What impact do you think these challenges are having on your (business, relationship, etc)? (required)

How long have these challenges been going on? (required)

What is the worst part about these challenges? (required)

Why? (required)

THE TURN-AROUND/LIGHT AT THE END OF THE TUNNEL:

What if you could ten all these challenges around what would that do for you? (required)

What would be the best part of that? Why?

What have you found most valuable about our time together so far?

I have a program designed specifically to help people overcome these sorts of challenges and achieve these kinds of results. Would you like to hear a little bit about it?

YESNO

HOW I HELP YOU

I have a Financial Concierge Program, I am your Money Maestro and help harmonize your assets…

PRE-tirement, PLAN RETIREMENT EARLY so your wealth health is there when you need it. Find out how to protect your assists from, catastrophic long-term health care nursing home costs, probate and the Great Recession

Moving forward you can invest a 6 month or year Financial Concierge) A year Concierge Service is $1,979 and 6 months is $1111 we help you put everything into action, and walk hand in hand through it all…

The FINACIAL FITNESS REVIEW

RESULTS Rock your Finances- build on solid ground

This is a $ 10,000 value and the out come you will receive. What is the cost of NOT using me?
You will walk away knowing your best next action to take
. You will know how to bring more money into your life
. You will understand what is standing in you way and what to do about it
. You will understand why and what you need to do next

TRANSFORMATION

When people work more closely with me they will receive a customized based on their personal needs, health, wealth and family concerns;

VIP 1:1 One on one coaching, VIP day, done with you, done for you (bonus for fast action takers, join me after my workshop for dinner nothing fancy just me :)

2. Assessing $ Fitness Review this needs to be re-written so it reads better
a. ACCESSING their pains to show them the solutions, the financial fitness review, look at their age, health, wealth, income debt, real estate, stocks, bonds, whether or not they have a 6-months rainy day fund, you look at their insurance, if they're married, have kids, what their family structure is, their goals. That is step 2. Part of step 2 is also assessing what they need, so you take a look at whether or not they need to set up a trust, which kind of insurance, whether it's long-term care, health care, life insurance, catastrophic. You look at their income, annuities, the IUL, legal docs, power of attorney, health, financial, and things like that. So those 3 foundations you talked about and the educate step you really look at what do they have and what do they need.
b. RESEARCH, is the third step, and you look at the best instruments for their goals and you get the illustrations together to present to the client.
c. PRESENT the potential plan to the client. Moving Forward SAFE MONEY BLUE PRINT Strategic conversation, showing them what they need to do to have a break through with their financial results.
You show them the best package or plan for them. Moving forward with that, you implement that plan, and this is where, depending on where they're at, you can do 3 or 6 months, kind of consulting packages with them, to help facilitate the implementation of that plan.
D. Annual review and tweak where you get statements from the client where you take a look at what's going on, have their needs changed, etc., and keep them on the right track with their plan. And then the final step was to celebrate.
In the annual review, that's really where you have an opportunity to annuitize or annualize your client base because they can pay you an annual fee for that, and you're essentially on retainer with them. What we identified the last time is that you're really the cheapest, but the best insurance policy those people will ever buy by having you really look at what's going on and what they need. If they do need to tweak something, you would go back to the research step and look for the instruments that are best for them and help them implement that. well.

Which of these options feels like the best fit for you? (required)

Would you like to give it a try? (required)

YESNO

Great. Let me get you entered into the system
Help them overcome their fears if they are not ready to move forward

PERSONAL INFORMATION

(name most often used to title property and accounts)

Client’s Signature Name(required)

Also Known As(required)

(other names used to title property and accounts)(required) [textfv* totitle-property]

ASSETS:

REAL PROPERTY

Please List Any Interest In Real estate including your family residence,vacation home,time share or vacant land.(Please least manner in which title held-Joint Tenant,Community Property,Separate Property,Tenant in Common

General Description and/or Address Owner Market Value Equity

Total

PERSONAL PROPERTY

TYPE:List Separately only major personal effects such as,jewelry,collections, antiques,furs and allot her valuable NON business personal property(indicate type below and give a lump sumvalue for miscellaneous,less valuable items)

Type or DescriptionOwnerMarket Value

Miscellaneous Furniture And House hold Effects(Total)Total

BANKS AND SAVINGS ACCOUNTS

IF YOU PREFER,YOU CAN WAIT UNTIL AFTER OUR MEETING TO SUPPLY ACCOUNT NUMBERS

RETIREMENT PLANS

TYPE:Pension(P),Profit Sharing(PS),H.R10,IRA,SEP,401(K). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.

Total

BUSINESS INTERESTS

TYPE:General and Limited Partnerships, SoleProprietorships, Privately Owned Corporations, Professional corporations,Oil interests, Farm and ranchinterests. ADDITIONAL INFORMATION: Give a description of the interest, your ownership in the interests, and the estimated value of the interest..

Total

MONEY OWED TO YOU

TYPE:Mortgages or promissory notes payable to you, or other moneys owed to you.

Name of Debtor:

Date of Note:

Maturity Date:

Owed to:

Current Balance:

Total:

ANTICIPATE INHERITANCE, GIFT, OR LAWSUIT JUDGEMENT

TYPE:Gifts of Inheritances that expect to receive at sometime in the future; or moneys that you anticipate receiving through a judgment in a lawsuit. Describe in AppropriateDetail.

Description:

OTHER ASSETS TYPE:Other Property is any property that you have that does not fit into any listed category

I would prefer my free 30-minutes confidential financial fitness exam to set up:

Place Skype Phone

Time: MorningAfternoon

My name is: My telephone number is: Email:

I understand I am under no obligation to take any actionre commended. For tax or legal advice, consult your accountant or lawyer.

DISCLAIMER

The information in this blog is not legal advice, and your use of it does not create an attorney-client relationship. Any liability that might arise from your use or reliance on this blog or any links from this blog is expressly diclaimed. This blog is not legal advice, is not to be acted on as such, may not be current and may be without notice.

Testimonials

Dear Kris Miller: Re a referral of Velma Stengel: Here is the story for you to share. Velma Stengel my sister lost her Husband of 59 years in March. She had mentioned to me that some neighbors said she needs to se...

Dear Kris Miller: Re a referral of Velma Stengel: Here is the story for you to share. Velma Stengel my sister lost her Husband of 59 years in March. She had mentioned to me that some neighbors said she needs to se...